Who owns BigBear.ai (BBAI)?
63 holders named in SEC filings declare between 29.0% and 37.9% of BigBear.ai's shares outstanding, as of Sep 30, 2026. The largest are BlackRock (8.5%), Vanguard (7.4%) and Geode Capital (2.6%); the five largest hold 23.3% together. Another 268 institutions hold small positions worth 2.1%. At least 60.0% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 4.9% and sold 4.5% of the shares, a net purchase of 0.47%; 46 opened a position, 119 added, 90 reduced and 48 sold out. Biggest buyers: BlackRock (+4.6M shares) and Vanguard (+3.2M shares). Biggest sellers: Marex Group plc (-5.1M) and TUDOR INVESTMENT CORP ET AL (-2.4M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. raised its stake to 8.2% on Jun 30, 2026. Directors and officers, from their latest Form 4: Kevin McAleenan (0.29%), Carolyn Blankenship (0.16%) and Sean Raymond Ricker (0.12%). Over time, 316 managers declared BigBear.ai in their 13F for Q2 2026, against 20 for Q4 2021: together at most 39.1% of the shares outstanding, against 6.3%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 8.5% | Jun 30, 2026 | Q2 2023 |
| Vanguard | 13F | 7.4% | Jun 30, 2026 | Q1 2023 |
| Geode Capital | 13F | 2.6% | Jun 30, 2026 | Q2 2023 |
| State Street | 13F | 2.5% | Jun 30, 2026 | Q2 2023 |
| UBS | 13F | 2.3% | Jun 30, 2026 | Q4 2021 |
| VanEck | 13F | 1.7% | Jun 30, 2026 | Q4 2025 |
| Mirae Asset | 13F | 1.2% | Jun 30, 2026 | Q2 2024 |
| Citadel | 13F | 1.1% | Jun 30, 2026 | Q4 2024 |
| Northern Trust | 13F | 0.90% | Jun 30, 2026 | Q2 2023 |
| Charles Schwab | 13F | 0.84% | Jun 30, 2026 | Q2 2023 |
| Goldman Sachs | 13F | 0.73% | Jun 30, 2026 | Q1 2024 |
| CAPTRUST FINANCIAL ADVISORS | 13F | 0.53% | Jun 30, 2026 | Q4 2024 |
| Morgan Stanley | 13F | 0.50% | Jun 30, 2026 | Q4 2021 |
| FIRST TRUST ADVISORS LP | 13F | 0.45% | Jun 30, 2026 | Q3 2025 |
| NATIONAL BANK OF CANADA /FI/ | 13F | 0.45% | Jun 30, 2026 | Q1 2024 |
| Susquehanna | 13F | 0.44% | Jun 30, 2026 | Q3 2022 |
| Graham Capital Management, L.P. | 13F | 0.34% | Jun 30, 2026 | Q1 2026 |
| BNY | 13F | 0.30% | Jun 30, 2026 | Q2 2023 |
| Kevin McAleenan | Form 4 | 0.29% | Sep 30, 2026 | — |
| Deutsche Bank | 13F | 0.28% | Jun 30, 2026 | Q1 2024 |
| IMC-Chicago, LLC | 13F | 0.25% | Jun 30, 2026 | Q1 2025 |
| Nuveen | 13F | 0.22% | Jun 30, 2026 | Q2 2023 |
| JPMorgan | 13F | 0.20% | Jun 30, 2026 | Q1 2022 |
| Swiss National Bank | 13F | 0.20% | Jun 30, 2026 | Q1 2025 |
| LPL Financial LLC | 13F | 0.19% | Jun 30, 2026 | Q1 2024 |
BigBear.ai institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2021 | 20 | 6.3% | $45.2M | 99.2% |
| Q4 2022 | 12 | 1.1% | $970,693.00 | 93.2% |
| Q4 2023 | 70 | 7.8% | $26.3M | 15.9% |
| Q4 2024 | 141 | 41.6% | $463.5M | 71.8% |
| Q4 2025 | 351 | 44.9% | $1.1B | 24.5% |
| Q2 2026 | 316 | 39.1% | $687.8M | 19.0% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.